CPWM
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Cypress Point Wealth Management’s Unilever UL Stock Holding History

Cypress Point Wealth Management’s Portfolio UL Stock Details UL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9,165
Closed -$553K – 190
2020
Q4 		$553K Buy
+9,165
New +$553K 0.84% 41